Loring Wolcott & Coolidge Fiduciary Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio TAK Stock Details TAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-647	Closed	-$12K	–	653
2020 Q4	$12K	Sell	647 -264	-29%	-$4.63K	﹤0.01%	550
2020 Q3	$16K	Sell	911 -163	-15%	-$2.97K	﹤0.01%	483
2020 Q2	$19K	Buy	1,074 +163	+18%	+$2.93K	﹤0.01%	458
2020 Q1	$14K	Hold	911	–	–	﹤0.01%	509
2019 Q4	$18K	Hold	911	–	–	﹤0.01%	545
2019 Q3	$16K	Hold	911	–	–	﹤0.01%	533
2019 Q2	$16K	Hold	911	–	–	﹤0.01%	526
2019 Q1	$19K	Buy	+911	New	+$18.3K	﹤0.01%	525

Other funds holding TAK

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TAK Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Takeda Pharmaceutical (TAK) in Q1 2021, closing a stake of 647 shares — an estimated $12K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TAK in Q1 2019 and held it in 8 quarters. The position peaked at $19K in Q2 2020. 317 funds tracked by Wall St. Rank hold TAK as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Takeda Pharmaceutical position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 647 Takeda Pharmaceutical shares in Q1 2021, an estimated $12K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Takeda Pharmaceutical position peaked at $19K in Q2 2020.
317 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.